Morgan Stanley
MS- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000895421
近 90 天，Morgan Stanley 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 2,746 家機構在 13F 申報持有，市值合計 $2,817 億；維京全球投資和索羅斯基金管理兩位大師持有。
2024 年第 1 季 13F 持有人
Morgan Stanley 在 2024/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,799
- 較 2023 年第 4 季 +67 家
- 持有股數
- 13.6 億
- 較 2023 年第 4 季 −1,663 萬 (−1.2%)
- 總市值
- $1,278 億
- 較 2023 年第 4 季 −$4.15 億 (−0.3%)
- 新進機構
- 175
- 另有 703 家加碼
- 清倉機構
- 108
- 另有 682 家減碼
另有 29 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,746 | $2,817 億 |
| 2026 年第 1 季 | 2,514 | $2,180 億 |
| 2025 年第 4 季 | 2,533 | $2,394 億 |
| 2025 年第 3 季 | 2,266 | $2,119 億 |
| 2025 年第 2 季 | 2,209 | $1,906 億 |
| 2025 年第 1 季 | 2,104 | $1,591 億 |
| 2024 年第 4 季 | 2,118 | $1,709 億 |
| 2024 年第 3 季 | 1,875 | $1,411 億 |
| 2024 年第 2 季 | 1,829 | $1,312 億 |
| 2024 年第 1 季 | 1,799 | $1,278 億 |
| 2023 年第 4 季 | 1,761 | $1,283 億 |
| 2023 年第 3 季 | 1,671 | $1,127 億 |
| 2023 年第 2 季 | 1,689 | $1,187 億 |
| 2023 年第 1 季 | 1,674 | $1,241 億 |
| 2022 年第 4 季 | 1,682 | $1,202 億 |
| 2022 年第 3 季 | 1,586 | $1,127 億 |
| 2022 年第 2 季 | 1,607 | $1,096 億 |
| 2022 年第 1 季 | 1,673 | $1,291 億 |
| 2021 年第 4 季 | 1,716 | $1,469 億 |
| 2021 年第 3 季 | 1,592 | $1,488 億 |
| 2021 年第 2 季 | 1,550 | $1,437 億 |
| 2021 年第 1 季 | 1,516 | $1,237 億 |
2024 年第 1 季持有機構
每家機構持有 Morgan Stanley 的股數、市值與佔組合比重；股數變化跟 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | 318,700 | $3,001 萬 | 0.26% | +264,500+488.0% | 加碼 |
| Vontobel Holding Ltd. | 313,929 | $2,956 萬 | 0.24% | +12,584+4.2% | 加碼 |
| KBC Group NV | 310,921 | $2,928 萬 | 0.09% | −316,599−50.5% | 減碼 |
| Matrix Asset Advisors Inc | 305,900 | $2,880 萬 | 3.44% | −508−0.2% | 減碼 |
| Erste Asset Management GmbH | 306,256 | $2,872 萬 | 0.39% | +37,928+14.1% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 302,269 | $2,846 萬 | 1.01% | −44,800−12.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 300,089 | $2,826 萬 | 0.41% | −40,167−11.8% | 減碼 |
| SG Americas Securities, LLC | 298,806 | $2,814 萬 | 0.14% | +239,835+406.7% | 加碼 |
| Forsta Ap-Fonden | 297,163 | $2,798 萬 | 0.24% | +49,100+19.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 296,262 | $2,771 萬 | 0.05% | −362,822−55.0% | 減碼 |
| MetLife Investment Management | 291,719 | $2,747 萬 | 0.18% | −13,887−4.5% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 290,600 | $2,736 萬 | 0.20% | +290,600 | 新進 |
| Texas Permanent School Fund | 289,535 | $2,726 萬 | 0.22% | −559−0.2% | 減碼 |
| Mackenzie Financial Corp | 282,741 | $2,662 萬 | 0.04% | +15,224+5.7% | 加碼 |
| Blue Chip Partners, Inc. | 276,979 | $2,608 萬 | 2.53% | +4,514+1.7% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 276,473 | $2,603 萬 | 0.65% | −139,887−33.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 275,024 | $2,590 萬 | 0.18% | −1,734−0.6% | 減碼 |
| Harvest Portfolios Group Inc. | 274,191 | $2,582 萬 | 1.01% | −8,384−3.0% | 減碼 |
| Heritage Investors Management Corp | 269,887 | $2,541 萬 | 0.90% | +4,328+1.6% | 加碼 |
| Bank of Nova Scotia | 267,907 | $2,523 萬 | 0.05% | −555,596−67.5% | 減碼 |
| NFJ Investment Group, LLC | 267,069 | $2,515 萬 | 0.69% | −195−0.1% | 減碼 |
| Gabelli Funds LLC | 265,521 | $2,500 萬 | 0.18% | −5,950−2.2% | 減碼 |
| Nomura Holdings Inc | 265,085 | $2,496 萬 | 0.20% | +131,225+98.0% | 加碼 |
| Umb Bank N A | 264,798 | $2,493 萬 | 0.39% | −276,574−51.1% | 減碼 |
| Keybank National Association | 257,678 | $2,426 萬 | 0.10% | −4,937−1.9% | 減碼 |
| Maple Capital Management, Inc. | 257,220 | $2,422 萬 | 2.20% | +6,864+2.7% | 加碼 |
| Bollard Group LLC | 255,874 | $2,409 萬 | 0.73% | +3,667+1.5% | 加碼 |
| Amalgamated Bank | 254,342 | $2,395 萬 | 0.20% | −45,692−15.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 251,840 | $2,371 萬 | 0.45% | +9,469+3.9% | 加碼 |
| Bornite Capital Management LP | 250,000 | $2,354 萬 | 3.94% | +250,000 | 新進 |
| IFM Investors Pty Ltd | 249,002 | $2,345 萬 | 0.26% | −2,351−0.9% | 減碼 |
| TD Waterhouse Canada Inc. | 237,046 | $2,334 萬 | 0.17% | −43,881−15.6% | 減碼 |
| MML Investors Services, LLC | 243,929 | $2,297 萬 | 0.09% | +22,791+10.3% | 加碼 |
| ProShare Advisors LLC | 242,711 | $2,285 萬 | 0.06% | −18,232−7.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 240,428 | $2,263 萬 | 0.11% | −24,575−9.3% | 減碼 |
| Ninety One UK Ltd | 238,947 | $2,250 萬 | 0.06% | −8,008−3.2% | 減碼 |
| Capital Group Private Client Services, Inc. | 238,839 | $2,249 萬 | 0.23% | +165,204+224.4% | 加碼 |
| Hallmark Capital Management Inc | 238,584 | $2,247 萬 | 1.69% | −4,425−1.8% | 減碼 |
| Annex Advisory Services, LLC | 238,497 | $2,246 萬 | 0.80% | +25,575+12.0% | 加碼 |
| Two Sigma Investments, LP | 237,347 | $2,235 萬 | 0.05% | +237,347 | 新進 |
| Connors Investor Services Inc | 235,830 | $2,221 萬 | 2.34% | +608+0.3% | 加碼 |
| Baird Financial Group, Inc. | 231,561 | $2,180 萬 | 0.05% | +15,159+7.0% | 加碼 |
| Cerity Partners LLC | 230,294 | $2,168 萬 | 0.06% | +73,783+47.1% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 229,645 | $2,162 萬 | 0.93% | +3,806+1.7% | 加碼 |
| Ossiam | 229,007 | $2,156 萬 | 0.38% | −139,103−37.8% | 減碼 |
| RMB Capital Management, LLC | 228,243 | $2,149 萬 | 0.49% | +135+0.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 244,126 | $2,149 萬 | 0.05% | +15,129+6.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 229,079 | $2,141 萬 | 0.25% | −237,995−51.0% | 減碼 |
| Assetmark, Inc | 227,242 | $2,140 萬 | 0.07% | +11,694+5.4% | 加碼 |
| Edge Capital Group, LLC | 224,451 | $2,113 萬 | 1.05% | +13,186+6.2% | 加碼 |
| Abner Herrman & Brock LLC | 224,219 | $2,111 萬 | 2.64% | +43,115+23.8% | 加碼 |
| QRG Capital Management, Inc. | 224,109 | $2,110 萬 | 0.27% | −21,918−8.9% | 減碼 |
| Chartwell Investment Partners, LLC | 221,706 | $2,088 萬 | 0.72% | +1,744+0.8% | 加碼 |
| Czech National Bank | 220,453 | $2,076 萬 | 0.27% | −933−0.4% | 減碼 |
| Bailard, Inc. | 215,988 | $2,034 萬 | 0.56% | −177−0.1% | 減碼 |
| Cetera Investment Advisers | 223,668 | $2,030 萬 | 0.05% | +119,633+115.0% | 加碼 |
| Payden & Rygel | 212,600 | $2,002 萬 | 1.37% | −128,100−37.6% | 減碼 |
| Payden & Rygel Investment Group | 212,600 | $2,002 萬 | 1.37% | +212,600 | 新進 |
| USS Investment Management Ltd | 212,195 | $1,997 萬 | 0.16% | +6,015+2.9% | 加碼 |
| Fukoku Mutual Life Insurance Co | 210,951 | $1,986 萬 | 1.57% | −7,000−3.2% | 減碼 |
| Moody Lynn & Lieberson, LLC | 210,631 | $1,983 萬 | 1.33% | −8,356−3.8% | 減碼 |
| CIBC Asset Management Inc | 210,242 | $1,980 萬 | 0.07% | +11,574+5.8% | 加碼 |
| First Trust Advisors LP | 207,912 | $1,958 萬 | 0.02% | −1,943,096−90.3% | 減碼 |
| LVM Capital Management Ltd | 204,310 | $1,924 萬 | 2.27% | +2,660+1.3% | 加碼 |
| Camden Capital, LLC | 203,251 | $1,914 萬 | 1.70% | +730.0% | 加碼 |
| Utah Retirement Systems | 202,968 | $1,911 萬 | 0.22% | −5,700−2.7% | 減碼 |
| Diamond Hill Capital Management Inc | 202,252 | $1,904 萬 | 0.08% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 200,572 | $1,889 萬 | 0.04% | −145,596−42.1% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 200,512 | $1,888 萬 | 3.27% | −171−0.1% | 減碼 |
| Copeland Capital Management, LLC | 198,591 | $1,870 萬 | 0.34% | +57,455+40.7% | 加碼 |
| Brown Advisory Inc | 198,053 | $1,865 萬 | 0.02% | +52,221+35.8% | 加碼 |
| Public Sector Pension Investment Board | 197,110 | $1,856 萬 | 0.13% | −185−0.1% | 減碼 |
| Worldquant Millennium Advisors LLC | 196,484 | $1,850 萬 | 0.23% | +54,302+38.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 194,537 | $1,832 萬 | 0.20% | +19,872+11.4% | 加碼 |
| Cinctive Capital Management LP | 193,570 | $1,823 萬 | 0.94% | +5,199+2.8% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 192,233 | $1,810 萬 | 0.20% | +8,800+4.8% | 加碼 |
| Moore Capital Management, LP | 190,190 | $1,791 萬 | 0.37% | +190,190 | 新進 |
| Gamco Investors, Inc. Et Al | 189,710 | $1,786 萬 | 0.18% | −16,999−8.2% | 減碼 |
| New York Life Investment Management LLC | 189,600 | $1,785 萬 | 0.18% | −8,108−4.1% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 188,484 | $1,775 萬 | 0.22% | 00.0% | 不變 |
| Bridger Management, LLC | 187,714 | $1,768 萬 | 7.97% | +5,800+3.2% | 加碼 |
| MAI Capital Management | 186,663 | $1,758 萬 | 0.18% | +9,246+5.2% | 加碼 |
| Mutual of America Capital Management LLC | 185,308 | $1,745 萬 | 0.19% | −3,438−1.8% | 減碼 |
| Pacific Heights Asset Management LLC | 185,000 | $1,742 萬 | 1.43% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 183,922 | $1,732 萬 | 0.04% | −110,157−37.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 183,615 | $1,729 萬 | 0.11% | −42,637−18.8% | 減碼 |
| Yousif Capital Management, LLC | 182,509 | $1,719 萬 | 0.19% | −3,476−1.9% | 減碼 |
| Nexus Investment Management ULC | 182,027 | $1,714 萬 | 1.65% | +10,686+6.2% | 加碼 |
| Guggenheim Capital LLC | 181,072 | $1,705 萬 | 0.12% | −13,163−6.8% | 減碼 |
| NorthCrest Asset Manangement, LLC | 179,810 | $1,693 萬 | 0.58% | +4,695+2.7% | 加碼 |
| Philadelphia Financial Management of San Francisco, LLC | 176,724 | $1,664 萬 | 3.48% | +176,724 | 新進 |
| Edgar Lomax Co | 175,255 | $1,650 萬 | 1.02% | +5,580+3.3% | 加碼 |
| TCG Advisory Services, LLC | 174,959 | $1,647 萬 | 0.91% | +4,841+2.8% | 加碼 |
| Peapack Gladstone Financial Corp | 174,000 | $1,638 萬 | 0.26% | +21,119+13.8% | 加碼 |
| Xponance, Inc. | 172,984 | $1,629 萬 | 0.17% | +9,453+5.8% | 加碼 |
| CTC LLC | 172,183 | $1,621 萬 | 0.27% | +172,183 | 新進 |
| Creative Planning | 169,552 | $1,596 萬 | 0.02% | +17,052+11.2% | 加碼 |
| Grand Jean Capital Management Inc | 168,170 | $1,583 萬 | 4.18% | +6,776+4.2% | 加碼 |
| Teacher Retirement System of Texas | 167,686 | $1,579 萬 | 0.10% | −101,834−37.8% | 減碼 |
| Blair William & Co | 164,752 | $1,551 萬 | 0.05% | +2,748+1.7% | 加碼 |